DC Market Trends Worth Tracking Jan 25, 2022 Cerulli's Shawn O’Brien discusses CITs, target-date funds and more trends for retirement plan advisors to keep an eye on. Captrust Acquires $107B Institutional-Focused Firm Jan 14, 2022 Captrust continues to build out its institutional business with its acquisition of Portfolio Evaluations Inc., a Warren, N.J.–based firm with more than $107 billion in AUA, its third significant deal in that market. first previous … 59 60 61 62 63 64 65 66 67
Captrust Acquires $107B Institutional-Focused Firm Jan 14, 2022 Captrust continues to build out its institutional business with its acquisition of Portfolio Evaluations Inc., a Warren, N.J.–based firm with more than $107 billion in AUA, its third significant deal in that market. first previous … 59 60 61 62 63 64 65 66 67